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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,871 | $129,959+250.8% | $104,301+337.1% | $134,509+238.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.09% | 42.04%-53.1pp | 24.61%-35.7pp | 418.13%-429.2pp |
| Employer contribution / active EE | $19,444 | $4,185+364.6% | $3,373+476.5% | $4,741+310.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,911 | $9,325-68.8% | $7,340-60.3% | $11,427-74.5% |